Pricing

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Investment Management

We charge our clients a flat 1% per year for assets under management. We deduct this fee directly from client accounts quarterly. By charging our clients the fee directly, instead of making commissions on investment products, we have positioned ourselves to sit on the "same side of the table as our clients. We are in this together!

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Financial Planning

Your first year cost for Financial Planning starts at $1,500 and increases from there based on the complexity of the plan. The recurring fee each year after the first year starts at $500 per year. Plan quotes are individualized and we would enter into a written engagement contract for this service.

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Insurance

We do not have a management fee associated with any insurance policy. Policies that include a cash value component include Universal Life Insurance policies and Fixed Indexed Annuities. We receive a commission from the insurance carrier for these products so we don’t feel like it is right to also charge a management fee.